Wealth Director
Wsfs Financial

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Wealth Director leads an advice driven cross functional group of Wealth professionals aligned to support new and existing clients. The Director is responsible for the overall performance of the team with ultimate accountability for Sales, Client Experience and People Development for the Team.

Job Responsibilities:

• Provides key leadership to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager, Relationship Managers, et al), which includes training, skill development, work allocation, problem resolution, performance evaluation and management and hiring recommendations.
• Manages overall team account base consisting of large and complex relationships and assumes responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate bank resources to ensure the timely delivery of proactive advice, quality service, issue resolution, and effective communication with clients and other wealth team members.
• Effectively manages knowledge and people in a highly matrixed environment where client satisfaction and employee development are paramount.
• Oversees the administration of client relationships ensuring that fiduciary standards, BMT Models and Bryn Mawr Trust's policies are observed.
• Works with team to ensure that the Bryn Mawr Trust Wealth Relationship Process is utilized and implemented throughout every client interaction including execution of the relationship review process, pre-call planning, meeting execution and post call debriefs.
• Provides coaching and feedback on the development of client pitch strategies and ensures team members are well prepared for client interactions for both new and existing business.
• Actively works with team to develop and cultivate new business opportunities from existing client base, prospects and centers of influence.
• Builds and maintains knowledge of wealth business standards and practices.
• Supports Wealth Management by providing leadership for departmental projects and committees.
• Supports the mission, strategy and values of Bryn Mawr Trust.
• Additional responsibilities as required.

Minimum Qualifications:

• Must have Bachelor's degree.
• Must have a minimum of 10 years of experience in a Wealth specialty or generalist role focused on Wealth Advisory / Trust services, Portfolio Management, Financial Planning, Private Banking or Relationship Management.
• Must have high level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial markets.
• Minimum of 3 years of people management and development experience is preferred.
• Must have proven sales strategy skills and experience.
• Must have proven track record for building and maintaining a high performing team.
• Must have prior experience working in a matrixed team environment.
• Must be comfortable with ambiguity and able to make decisions on complex matters quickly.
• Multiple domain experience preferred.
• Must have strong leadership skills.
• Must have strong client service skills and commitment to delivering excellent customer service.
• Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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